Financial Services Representative

5 days ago

Newport, Oregon, United States Central Willamette Credit Union Full time
Job Title: Personal Banker

Job Summary:

As a Personal Banker at Central Willamette Credit Union, you will play a pivotal role in embodying our vision to serve and build better lives and communities together. Your primary responsibility will be to provide exceptional, ethical service to our members, anticipating and addressing their financial needs with our suite of products and services.

Key Responsibilities:

  • Proactively uncover and meet member needs, offering tailored solutions to save or earn money.
  • Provide financial education, build trust, and develop loyal promoters through every interaction.
  • Help members learn to utilize self-service options and existing technology for their financial well-being.
  • Show initiative in expanding knowledge in areas like credit building, mortgage lending, debt consolidation, savings, retirement, business banking, budgeting, and digital solutions.
  • Establish rapport with members, ask open-ended questions, present solutions, address concerns, and finalize decisions assertively.
  • Accountable for achieving individual and branch goals related to deposit, membership, and lending growth through service excellence.
  • Provide exceptional member service to create memorable experiences, as measured by products per household, loan products with debt protection, and high net promoter scores.
  • Ensure timely follow-up, maintain accurate documentation, uphold quality controls, and take ownership of improvement opportunities.
  • Perform branch duties, including tellering, lobby management, opening and closing responsibilities, and problem-solving.
  • Complete all required education, training, and professional development.
  • Comply with CWCU policies, State and Federal regulations, and Information Protection requirements.

Requirements:

  • Familiarity with financial products and services offered by credit unions, such as loans, deposits accounts, and savings options.
  • Understanding of the difference between banks and credit unions.
  • Strong ability to quickly learn and use multiple platforms, software, and databases to manage member requests.
  • Excellent verbal and written communication skills to clearly explain complex financial concepts and options to members of varying levels of financial literacy, in the English language.
  • Capacity to build and maintain strong relationships with members, fostering trust and loyalty through consistent, positive interactions.
  • Ability to assess members' financial situations, identify opportunities, and offer tailored solutions that align with their goals.
  • Willingness to work collaboratively with coworkers to ensure a seamless member experience.
  • Ability to present a professional image when dealing with members, co-workers, and outside contacts.
  • Ability to work independently, and as a team member, by using discretion in decision making and sound judgement in problem solving.
  • Excellent organizational skills, with the ability to prioritize and complete multiple tasks and process large volumes of account transactions efficiently and accurately.
  • Ability to problem-solve, demonstrate active listening, and de-escalate situations.
  • Goal-oriented mindset with a strong desire to exceed expectations.
  • Commitment to advocating for members and helping them achieve financial stability.
  • Ability to adapt schedule to meet branch and member needs.

Education/Experience Requirements:

  • High school diploma or equivalent required.
  • Minimum of 3 years of work experience in customer service or sales roles required.
  • Must possess strong foundation in relationship-building and consultative sales skills.
  • Prior experience in financial services or a related field preferred.
  • Proven track record of excellent customer service and goal achievement.
  • Working knowledge of personal computers, word processing and spreadsheets.
  • Working knowledge of current State, Federal, and other regulations applicable to consumer lending and savings.

Work Environment:

Monday to Friday, 40 hours per week, in-person work location.

Compensation:

$20.30 - $26.00 per hour.

  • Customer Service Representative

    4 weeks ago

    Newport, Oregon, United States Farmers Insurance - District 24 Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented individual to join our team as a Customer Service Representative at Farmers Insurance - District 24. As a key member of our agency, you will be responsible for providing exceptional customer service to our clients and prospects, while also working to drive agency growth through new business...

  • Medical Store Customer Service Representative

    2 weeks ago

    Newport, Oregon, United States Norco, Inc. Full time

    Job Title: Medical Store Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Medical Store Customer Service Representative to join our team at Norco, Inc.Job Summary:The Medical Store Customer Service Representative is responsible for providing exceptional customer service to walk-in and phone-in customers, ensuring their...

  • Medical Store Customer Service Representative

    3 weeks ago

    Newport, Oregon, United States Norco, Inc. Full time

    {"Job Title": "Medical Store Customer Service Representative", "Job Summary": "We are seeking a highly skilled and customer-focused individual to join our Medical Store team as a Customer Service Representative. In this role, you will be responsible for providing exceptional customer service to walk-in and phone-in customers, while also demonstrating...

  • Bilingual Customer Service Representative

    4 weeks ago

    Newport, Oregon, United States Farmers Insurance - District 24 Full time

    Job OverviewFarmers Insurance - District 24 is seeking a detail-oriented and self-motivated individual to fill the role of Bilingual Customer Service Representative. This position involves providing exceptional customer service to current clients and new prospects, as well as supporting agency growth through sales and new business generation.Key...

  • Customer Service Representative

    1 month ago

    Newport, Oregon, United States Kroger Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Fuel Center Associate. As a key member of our fuel center team, you will be responsible for providing exceptional customer service, managing cash transactions, and maintaining a clean and safe environment for our customers.Key ResponsibilitiesCustomer...

  • Customer Service Associate

    1 week ago

    Newport, Oregon, United States Circle K Stores, Inc. Full time

    Customer Service RepresentativeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our customers, responding to their inquiries, and resolving any issues in a timely and professional...

  • Customer Service Representative

    1 week ago

    Newport, Oregon, United States Power Auto Group Full time

    Power Auto Group is seeking a dedicated individual to fill a full-time receptionist position. The ideal candidate will have experience handling multiple phone lines, a customer-focused attitude, and proficiency in word processing software. Additional responsibilities include creating and managing spreadsheets, as well as being bilingual. The successful...

  • Hotel Guest Service Ambassador

    3 weeks ago

    Newport, Oregon, United States VIP Hospitality Group Full time

    Hotel Guest Service RepresentativeWe are seeking a friendly and customer-oriented individual to join our team as a Guest Service representative. As Guest Service representative, you will be the first point of contact for guests, providing exceptional service and ensuring their stay is enjoyable and memorable.Responsibilities:Greet guests with a warm and...

  • Janitorial Services

    2 weeks ago

    Newport, Oregon, United States Cascade Management Full time

    About UsCascade Management, Inc. is a leading provider of property and asset management services, with a rich history dating back to 1974. Our commitment to our properties, owners, and employees remains fundamental to our values.We pride ourselves on our Service Model, which represents the most important behaviors and actions to ensure a positive stakeholder...

  • Hotel Guest Service Ambassador

    3 weeks ago

    Newport, Oregon, United States VIP Hospitality Group Full time

    Hotel Guest Service RepresentativeWe are seeking a friendly and customer-oriented individual to join our team as a Guest Service representative. As Guest Service representative, you will be the first point of contact for guests, providing exceptional service and ensuring their stay is enjoyable and memorable.Responsibilities:Greet guests with a warm and...

  • Hotel Guest Service Ambassador

    3 weeks ago

    Newport, Oregon, United States VIP Hospitality Group Full time

    Hotel Guest Service RepresentativeWe are seeking a friendly and customer-oriented individual to join our team as a Guest Service representative. As Guest Service representative, you will be the first point of contact for guests, providing exceptional service and ensuring their stay is enjoyable and memorable.Responsibilities:Greet guests with a warm and...

  • Customer Service Representative

    7 days ago

    Newport, Oregon, United States Arctic Circle Inc Full time

    Arctic Circle Job OpportunityWe are seeking a skilled and friendly Counter Attendant to join our team at Arctic Circle Inc. As a Counter Attendant, you will be responsible for:Key Responsibilities:Serving customers at the counter by taking orders and providing information about menu itemsPreparing and serving a variety of beveragesHandling cash transactions...

  • House Supervisor-RN

    4 weeks ago

    Newport, Oregon, United States Samaritan Health Services Full time

    Job SummaryAs a key member of the Samaritan Health Services team, the House Supervisor-RN will provide collaborative leadership for the planning, directing, integrating, and coordinating of healthcare services to achieve and maintain high quality standards. This role requires a strong ability to respond to the community and patient needs on a shift-by-shift...

  • Healthcare Leadership Professional

    2 weeks ago

    Newport, Oregon, United States Samaritan Health Services Full time

    Job SummaryAs a collaborative leader, you will provide strategic direction for healthcare services, ensuring high-quality standards are maintained. This role requires adaptability, flexibility, and excellent communication skills to respond to diverse patient needs and community expectations.Key ResponsibilitiesLead planning, directing, integrating, and...

  • House Supervisor-RN

    4 days ago

    Newport, Oregon, United States Samaritan Health Services Full time

    Job SummaryAs a House Supervisor-RN at Samaritan Health Services, you will provide collaborative leadership for the processes of planning, directing, integrating, and coordinating healthcare services to achieve and maintain high-quality standards. You will respond to the community and patient needs on a shift-by-shift basis, serving as an administrative...

  • Social Services Director

    4 weeks ago

    Newport, Oregon, United States Newport Rehabilitation LLC Full time

    Job DescriptionJob Summary:The Social Services Director is responsible for planning, organizing, and directing the overall operation of the Social Services Department at Avamere Newport. The primary purpose of this position is to ensure that the medically related emotional and social needs of the residents are met and maintained.Key...

  • Certified Nursing Assistant

    3 weeks ago

    Newport, Oregon, United States Avamere Health Services Full time

    Job SummaryWe are seeking a compassionate and skilled Certified Nursing Assistant to join our team at Avamere Health Services. As a Certified Nursing Assistant, you will play a vital role in providing high-quality patient care and support to our residents.Key ResponsibilitiesConduct routine checks on residents to ensure their personal care needs are being...

  • Housekeeping Assistant

    2 weeks ago

    Newport, Oregon, United States Healthcare Services Group Full time

    About UsHealthcare Services Group (HCSG) is a leading provider of housekeeping, laundry, dining, and nutritional services within the healthcare market. With over 45 years of experience, we have established ourselves as a trusted partner for thousands of healthcare communities across the country.Our Purpose and ValuesOur purpose is to foster fulfillment in...

  • Residential Care Facility Cleaner

    2 weeks ago

    Newport, Oregon, United States Healthcare Services Group, Inc. Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Housekeeping and Cleaning Specialist to join our team at Healthcare Services Group, Inc. As a key member of our housekeeping team, you will be responsible for maintaining the cleanliness and sanitation of residential care facilities.ResponsibilitiesPerform housekeeping and cleaning duties,...

  • Travel Nurse RN Position

    3 weeks ago

    Newport, Oregon, United States JobGet Full time

    Job DetailsCity Mobile Group is seeking a travel nurse RN for a CCU - Coronary Care position in Newport, Oregon.Job RequirementsSpecialty: CCU - Coronary CareDiscipline: RNDuration: 13 weeks36 hours per weekShift: 12 hoursEmployment Type: TravelAt least 2+ years of recent experience within the given specialty.City Mobile Group Job ID # Pay package is based...